List Inventory Adjustments

Marat · ‎September 10, 2020

Hello!

How to list all Inventory Adjustments in QuickBooks Desktop? I need to fetch the same list as returns from this web connector request but in the QuickBooks interface. Thank you

KlentB · ‎September 10, 2020

I can definitely help you with that, Marat.

We can create a Custom Transaction Detail Report to show/list all the inventory adjustments you've made for a certain period of time. Let me guide how:

Select Reports from the top menu bar.
Go to Custom Reports.
Choose Transaction Detail.
From the Display tab, set the appropriate report date.
Click the Filters tab, then select Transaction Type from the Filter menu.
From the Transaction Type drop-down menu, select Inventory Adjustment.
Hit OK when you're done.

Additionally, here are some articles that you can read to help efficiently track inventory in QuickBooks Desktop:

You can always find me here if you have any other concerns or follow-up questions. Assistance is just a post away.

View solution in original post

RenjolynC · ‎September 10, 2020

Thanks for getting back to us, Marat.

When you adjust an inventory in QuickBooks, you'll need to create an adjustment account to track the changes. You can resolve this error by adding an account by following these steps:

Go to Company > Chart of Accounts.
Click the Account ▼ drop-down located at the bottom, and select New.
In the Add New Account window, select Cost of Goods Sold from the Other Account Types drop-down list.
Enter the Account Name as “Inventory Adjustments”, and then Save and Close.

Please see this sample screenshot for a visual guide:

Once done, try to adjust the inventory again. You can check out this article for more information: Adjust your inventory quantity or value in QuickBooks Desktop.

If you have additional questions for inventory adjustment in QuickBooks Desktop, please leave them in the reply section below and I'll get back to you the soonest.

View solution in original post

KlentB · ‎September 10, 2020

I can definitely help you with that, Marat.

We can create a Custom Transaction Detail Report to show/list all the inventory adjustments you've made for a certain period of time. Let me guide how:

Select Reports from the top menu bar.
Go to Custom Reports.
Choose Transaction Detail.
From the Display tab, set the appropriate report date.
Click the Filters tab, then select Transaction Type from the Filter menu.
From the Transaction Type drop-down menu, select Inventory Adjustment.
Hit OK when you're done.

Additionally, here are some articles that you can read to help efficiently track inventory in QuickBooks Desktop:

You can always find me here if you have any other concerns or follow-up questions. Assistance is just a post away.

Marat · ‎September 10, 2020

How inventory Adjustments is related to the Adjustment account?

What can cause the error "Account reference not found for <name of Adjustment account>"

RenjolynC · ‎September 10, 2020

Thanks for getting back to us, Marat.

When you adjust an inventory in QuickBooks, you'll need to create an adjustment account to track the changes. You can resolve this error by adding an account by following these steps:

Go to Company > Chart of Accounts.
Click the Account ▼ drop-down located at the bottom, and select New.
In the Add New Account window, select Cost of Goods Sold from the Other Account Types drop-down list.
Enter the Account Name as “Inventory Adjustments”, and then Save and Close.

Please see this sample screenshot for a visual guide:

Once done, try to adjust the inventory again. You can check out this article for more information: Adjust your inventory quantity or value in QuickBooks Desktop.

If you have additional questions for inventory adjustment in QuickBooks Desktop, please leave them in the reply section below and I'll get back to you the soonest.

Marat · ‎September 11, 2020

Thank you very much!

How to list accounts?

I need to list all accounts in the QuickBooks interface like this request do

MichelleBh · ‎September 11, 2020

You're always welcome, @Marat.

Let me discuss further to you about the normal resorting list accounts in QuickBooks Desktop.

The default sorting of the customer's list is in alphabetical order. This works as designed in QBDT. If you saved your Item List or Chart of Accounts numerically, QuickBooks re-sorts them based on their first three digits. If you have accidentally changed the order, let's resort to the list to get back to the original.

Here's how:

Go to the List menu, then select the list you need to re-sort.
Choose the View menu and hit Re-sort List.
Hit OK.
Close and reopen the company file.

For more information, please visit this article: Re-sort lists in QuickBooks Desktop.

For future reference, please browse through this article: Features available and tasks you can perform in single or multi-user mode. This link contains the role of the multi-user in QBDT.

Fill me in if you have further questions. I'll be around if you need any help.

Eleanor Cleverence

Listing all inventory adjustments in QuickBooks Desktop isn't too tricky once ya get the hang of it. Let's break it down a bit. Start by going to the Reports menu; that's your go-to for transaction details. From there, select Inventory, then choose either Inventory Valuation Summary or Detailed. You might not see it labeled directly as 'adjustments,' which throws folks off sometimes. What you actually need is to tweak these reports and filter specifically for inventory adjustments.

Open up the filter options and find the Transaction Type filter. Set this to Inventory Adjustments. This change narrows your report to show only inventory adjustments. It’s not quite as simple as the web connector request, but it works inside QuickBooks.

If you have the occasional uh-oh moment with filters, go back and make sure Inventory Adjustments is active. Adjust the date range to capture all the adjustments you need. This approach gives you a clear view in QuickBooks, similar to what you'd see with that web connector. Oh, and make sure you're using the right company file. My first attempt was a mess cause I missed that.

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